Bank & Credit Card Account Reconciliation

Reconciling your accounts each month helps ensure your books match your actual bank and credit card activity. We check every transaction and compare your bookkeeping records to your bank and credit card statements to make sure nothing is missing, duplicated, or miscategorized. When this step is skipped or rushed, errors can build up quickly — and that can throw off your reports, taxes, and financial planning. Accurate reconciliation also helps catch fraud, missed charges, and unexpected fees before they become real problems. 

Many business owners think their accounting software handles this automatically, but in reality, it still requires a trained eye to review and confirm. We take the time to go line by line and resolve any discrepancies so your balances are always accurate. Clean reconciliation gives you confidence in your numbers and avoids surprises later on. If you’ve noticed mismatched balances or don’t feel sure about your financial reports, we can help sort things out. Let’s make sure your records line up with what’s really happening in your accounts.